Everything you need to know to build the Wealth Firm of the Future

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Latest Posts

Leadership

Why You Need to Step Up and Act as a Successor

Amar Pandit , CFA , CFP

Taking on the role of a successor in a wealth firm is a tremendous responsibility. You’re not just inheriting a business; you’re inheriting a legacy, a vision, and an expectati ….Read More

February 18, 2025 | 5 Minute Read

Nano Learning

The Scariest Thing

Amar Pandit , CFA , CFP

Look at this simple image. A stick figure in the past thinking, “If only I had done the thing…” A stick figure today standing at the crossroads. A future version whispering, “Do ….Read More

February 14, 2025 | 2 Minute Read

Succession Planning

This Is Not Succession Planning

Amar Pandit , CFA , CFP

Ajay, an MFD from Karnataka, proudly shared, “I think my succession planning is done. My daughter is joining the business.” A statement like this often sounds comforting, even ….Read More

February 11, 2025 | 5 Minute Read

Nano Learning

A Reflection of Character and Vision

Amar Pandit , CFA , CFP

When you’re negotiating a collaboration, remember—you’re not just cutting a deal. You’re building a relationship. Randy Komisar and Jantoon Reigersman’s lines in Straight ….Read More

February 7, 2025 | 2 Minute Read

Featured

Alpha Creation Kiya Kya?

Amar Pandit , CFA , CFP

Which client has ever asked you, “What is your alpha?” No one has ever asked me that. Not once. And yet, alpha is one of the most important concepts in our industry. It’s the ess ….Read More

February 4, 2025 | 5 Minute Read

About Amar Pandit

Amar is a CFA Charterholder from CFA Institute, Virginia, USA and a Certified Financial Planner. He is also an alumnus of the Wharton School of the University of Pennsylvania.

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Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. His first one was My Financial Advisor, the happiest and best Private Wealth Management Firm that helps High Net worth Business Owners, Corporate Executives, Doctors and Celebrities to make smart and informed choices about money.
He is currently the Founder of Happyness Factory, a world-class online investment & goal-based financial planning platform through which he aims to help every Indian family save and invest wisely.
He is very passionate about spreading financial literacy and does so through his sharp and analytical columns published regularly in leading financial dailies, publications and portals. He is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books and 700 + columns for various newspapers such as Economic Times, Business Standard, Times of India, DNA, Hindustan Times, Mint, Indian Express and magazines.
He has developed a board game Financial Premier League which is a fusion of cricket and personal finance. Besides this, he has developed Corporate Workshops on Financial Literacy and has developed the first financial literacy program for children between the age group of 5 and 12.

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Amar's Philosophy

The HappyRich Advisor Blog covers the core concepts of wealth management and introduces some profound concepts that even the savviest of you will find useful. Through this blog, Amar envisions sharing his rich experience and wisdom in the simplest way with all advisors so that they can build an awesome firm and make a happy difference in the lives of their clients.

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What's Amar Reading